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Financial Advisor   

$16MM AUM | $110,000 GDC in Cromwell, CT

Member Level
Basic
Last Activity
2 weeks

Business Mix:

20% Comm
80% Fee

General

Location
Cromwell, CT, US
12 Month Gross Revenue
$110,000
Number of Accounts
80
Avg Client Age
60

Overview

Financial planning and investment management, 80 % wrap fee based.
Looking for someone to merge with, not considering a roll up.

 
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